Cfs Wealth Management

Cfs Wealth Management (CRD# 135579) is a financial advisory firm headquartered in Macon, GA. They manage $95,542,589 in 465 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $205,468
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Cfs Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Stephen D. Anderson
CRD#: 2507388
1515 Bass Road, Suite D, Macon, GA 31210

Stephen Anderson (CRD# 2507388) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 26 years of experience in the finance industry.

2
Wade T. Chapman
CRD#: 2852176
1515 Bass Road, Suite D, Macon, GA 31210

Wade Chapman (CRD# 2852176) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 23 years of experience in the finance industry.

3
Lucinda F. Dallas
CRD#: 3270458
1515 Bass Road, Suite D, Macon, GA 31210

Lucinda Dallas (CRD# 3270458) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 21 years of experience in the finance industry.

4
Roswell F. Mason
CRD#: 5183870
122 N. Madison Street, Thomasville, GA 31792

Roswell Mason (CRD# 5183870) is an Investment Advisor Representative working at Cfs Wealth Management in Thomasville, GA and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.